Case Study: Orion Advisor Services achieves 20% performance improvement with Centrical

Using Gamification for Performance and Process Improvement: 20% Improvement

Orion Advisor Services provides portfolio accounting for financial advisors and relies on about 100 back‑office analysts to ensure data accuracy. Management struggled to communicate customer priorities at scale and to get new hires and analysts consistently aligned with the work that produces precise, reliable accounting.

Orion deployed GamEffective gamification to set clear goals, track four key performance data points and engage analysts in process improvement. The result: reconciliation time dropped from 60 to 40 minutes, management reported a roughly 20% performance improvement, higher-quality work, ongoing user engagement months later, and ideas from employees that further streamlined processes; the program was integrated with Salesforce.

Orion Advisor Services

Chris Downey

Managing Director